Pending Transactions
- Go to Employer Tasks in the Home Page.
- A list of all employees who have pending transactions will be displayed.
- Click on the Change Reason to see the details of that particular change and a link to the uploaded documents associated with that change if applicable.
- Click the radio buttons under Approve or Reject for the plans affected by the transaction.
- You can choose not to send the email to the employee to notify them that the change was approved/rejected by unchecking the checkbox next to Send Approval Email and/or Send Reject Email.
- Click Confirm.
- Click on the Employee ID to view the employee's record.
- Click on Back to List to return.
- You can search for all the Pending or previously Approved/Rejected transaction by choosing the transaction type.
- You can search for employees by name, employee Id or by date range for the transactions.
